Core & Main Inc. Class ACNM
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 439 institutions reported holding Core & Main Inc. Class A (CNM) in their 13F filings, up 10 from Q3 2025. 67 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($983.7M), Vanguard Group Inc. ($914.6M) and Morgan Stanley ($758.1M). 9 famous investors held it, including Daniel Sundheim (1.3% of D1 Capital Partners's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Core & Main Inc. Class A
- CUSIP
- 21874C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $242.5M |
| Exits | 65 | $384.4M |
All 13F filers, Q3 2025 → Q4 2025: 16,606,711 shares bought and 28,616,292 shares sold, net −12,009,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| BlackRock, Inc. | 0.02% | Reduce -0.6% | 18,928,518 | $983.7M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 17,598,217 | $914.6M |
| Morgan Stanley | 0.05% | Add +8.3% | 14,586,859 | $758.1M |
| Select Equity Group, L.P. | 1.88% | Reduce -19.7% | 7,778,376 | $404.2M |
| Pictet Asset Management Holding SA | 0.38% | Reduce -10.7% | 7,441,427 | $386.8M |
| FMR LLC | 0.02% | Add +2.1% | 6,354,620 | $330.2M |
| Capital World Investors | 0.04% | Add +5.8% | 6,292,740 | $327.0M |
| State Street Corp. | 0.01% | Add +1.0% | 5,733,516 | $298.0M |
| Royal London Asset Management Ltd. | 0.62% | Add +12.5% | 5,688,595 | $295.6M |
| First Trust Advisors LP | 0.20% | Add +38.6% | 5,318,070 | $276.4M |
| Janus Henderson Group PLC | 0.11% | Reduce -10.4% | 4,623,727 | $240.3M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 3,645,108 | $189.5M |
| Amundi | 0.05% | Add +30.7% | 3,062,369 | $159.1M |
| Invesco Ltd. | 0.01% | Add +2.9% | 2,917,310 | $151.6M |
| Impax Asset Management Group plc | 0.93% | Add +10.8% | 2,872,595 | $149.3M |
| Samlyn Capital, LLC | 2.36% | Add +6.8% | 2,841,675 | $147.7M |
| D1 Capital Partners | 1.29% | Reduce -48.9% | 2,647,789 | $137.6M |
| KBC Group NV | 0.31% | Add +11.6% | 2,618,916 | $136.1M |
| Fiduciary Management Inc. | 1.49% | Reduce -4.0% | 2,612,944 | $135.8M |
| Bessemer Group Inc. | 0.21% | Reduce -18.1% | 2,590,449 | $134.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +8.6% | 2,508,945 | $130.4M |
| D. E. Shaw & Co. | 0.10% | Add +179.0% | 2,477,349 | $128.7M |
| Spruce House Investment Management LLC | 3.24% | No change | 2,150,000 | $111.7M |
| Norges Bank | 0.01% | — | 2,083,218 | $108.3M |
| Forest Avenue Capital Management LP | 6.43% | Add +50.7% | 1,879,883 | $97.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.0% | 1,865,756 | $97.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 1,860,557 | $96.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -5.4% | 1,783,112 | $94.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -0.3% | 1,790,499 | $93.1M |
| Camrose Capital Investment Partners LLP | 14.95% | Add +39.0% | 1,737,226 | $90.3M |
| Liontrust Investment Partners LLP | 1.33% | Reduce -8.5% | 1,730,797 | $89.9M |
| Fernbridge Capital Management LP | 3.95% | Add +104.4% | 1,546,500 | $80.4M |
| Holocene Advisors, LP | 0.17% | Reduce -18.6% | 1,524,113 | $79.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 1,517,763 | $78.9M |
| Handelsbanken Fonder AB | 0.22% | Reduce -49.9% | 1,426,831 | $74.2M |
| AMF Tjanstepension AB | 0.43% | Reduce -0.1% | 1,342,563 | $69.8M |
| Hood River Capital Management LLC | 0.76% | New | 1,330,800 | $69.2M |
| CDAM (UK) Ltd | 12.06% | Add +9.8% | 1,276,582 | $66.3M |
| Interval Partners, LP | 1.49% | Reduce -29.8% | 1,228,528 | $63.8M |
| FIL Ltd | 0.04% | Add +125.2% | 1,107,618 | $57.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 1,093,724 | $56.8M |
| Swedbank AB | 0.05% | Reduce -9.6% | 1,084,200 | $56.3M |
| Truist Financial Corp. | 0.06% | Add +0.8% | 917,412 | $47.7M |
| ACK Asset Management LLC | 5.87% | No change | 900,000 | $46.8M |
| Dendur Capital LP | 4.85% | No change | 898,000 | $46.7M |
| Pembroke Management, LTD | 4.81% | Reduce -1.5% | 895,855 | $46.6M |
| Bank of America Corp. | 0.00% | Reduce -51.7% | 882,941 | $45.9M |
| Robeco Schweiz AG | 0.95% | Reduce -22.1% | 818,544 | $42.5M |
| Hill City Capital, LP | 1.56% | Add +2.8% | 797,000 | $41.4M |
| Mackenzie Financial Corp. | 0.05% | Add +0.5% | 769,524 | $40.6M |
| Jennison Associates LLC | 0.02% | Reduce -62.8% | 775,592 | $40.3M |
| Federated Hermes, Inc. | 0.07% | Reduce -18.3% | 768,150 | $39.9M |
| Goodnow Investment Group, LLC | 3.69% | Add +18.2% | 760,839 | $39.5M |
| XN LP | 1.02% | New | 698,200 | $36.3M |
| Anomaly Capital Management, LP | 1.30% | Reduce -71.8% | 695,109 | $36.1M |
| Point72 Asset Management | 0.06% | Add +24.0% | 694,769 | $36.1M |
| Allianz Asset Management GmbH | 0.04% | Reduce -3.3% | 684,929 | $35.6M |
| Silvercrest Asset Management Group LLC | 0.22% | Reduce -3.0% | 629,198 | $32.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.8% | 576,505 | $30.0M |
| Legal & General Group Plc | 0.01% | Reduce -1.2% | 572,239 | $29.7M |
| Nuveen, LLC | 0.01% | Reduce -26.3% | 553,552 | $28.8M |
| Local Pensions Partnership Investment Ltd | 0.50% | No change | 543,000 | $28.2M |
| Principal Financial Group Inc. | 0.01% | Add +28.4% | 540,063 | $28.1M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 502,389 | $26.1M |
| DF Dent & Co. Inc. | 0.38% | Reduce -1.5% | 501,558 | $26.1M |
| Schonfeld Strategic Advisors LLC | 0.13% | Reduce -64.7% | 487,809 | $25.4M |
| UBS Group AG | 0.01% | Reduce -30.3% | 487,344 | $25.3M |
| BNP Paribas Financial Markets | 0.02% | Add +57.0% | 486,620 | $25.3M |
| Millennium Management | 0.02% | Reduce -60.3% | 469,689 | $24.4M |
| PGGM Investments | 0.38% | Add +56.6% | 467,436 | $24.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.3% | 440,437 | $22.9M |
| Soros Fund Management | 0.41% | New | 434,454 | $22.6M |
| California Public Employees Retirement System | 0.01% | Reduce -3.1% | 410,037 | $21.3M |
| Schroder Investment Management Group | 0.02% | Reduce -4.0% | 400,416 | $20.8M |
| CI Investments Inc. | 0.09% | Add +1.0% | 389,589 | $20.2M |
| Swiss National Bank | 0.01% | Add +1.7% | 373,900 | $19.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -76.3% | 360,404 | $18.7M |
| Duff & Phelps Investment Management Co. | 0.21% | Add +6.0% | 357,052 | $18.6M |
| Qube Research & Technologies Ltd | 0.03% | New | 348,219 | $18.1M |
| Tudor Investment Corporation | 0.10% | New | 336,016 | $17.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 328,593 | $17.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +23.5% | 328,366 | $17.1M |
| Citadel Advisors | 0.01% | New | 302,457 | $15.7M |
| Davidson Kempner Capital Management LP | 0.32% | Reduce -53.5% | 300,000 | $15.6M |
| Sea Cliff Partners Management, LP | 5.97% | Reduce -1.6% | 272,699 | $14.2M |
| Polar Capital Holdings Plc | 0.06% | Reduce -0.8% | 262,079 | $13.6M |
| Congruence Capital, LLC | 4.96% | — | 259,427 | $13.5M |
| Bayberry Capital Partners LP | 4.30% | New | 257,000 | $13.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.9% | 240,686 | $12.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 231,910 | $12.1M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.2% | 228,859 | $11.9M |
| BLI - Banque de Luxembourg Investments | 0.35% | Reduce -19.8% | 224,400 | $11.9M |
| Tidal Investments LLC | 0.05% | Reduce -5.3% | 220,601 | $11.5M |
| Perpetual Ltd | 0.17% | Reduce -2.8% | 220,513 | $11.5M |
| Mediolanum International Funds Ltd | 0.11% | Add +55.3% | 213,795 | $11.3M |
| South Street Advisors LLC | 1.58% | Reduce -8.6% | 216,950 | $11.3M |
| Loomis Sayles & Co. L P | 0.01% | Add +4.4% | 214,063 | $11.1M |
| Thomasville National Bank | 0.69% | New | 213,816 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +19.4% | 212,613 | $11.0M |
| Wedge Capital Management L L P | 0.20% | Reduce -6.1% | 212,174 | $11.0M |
"% of holder's portfolio" is CNM's weight in each manager's 13F, not the share of Core & Main Inc. Class A the manager owns.